- Mutual Funds
- HDFC Mutual Funds
- HDFC Index S&P BSE Sensex fund (Growth)
Formerly HDFC Index Sensex
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 672.782
NAV (Apr 22)
Fund Returns
Last 1Y | 24.6% |
Last 3Y | 16.2% |
Last 5Y | 14.5% |
Last 10Y | 13.4% |
Since Inception | 15% |
6 Month CAGR | 12.8% |
Scheme Information
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index,subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0.3 |
Launched (22y ago) | Jul 17, 2002 |
AUM in Crores | 6620.330 |
ISIN | INF179K01LA9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.8 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 1 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.746 |
Sharpe Ratio (5yr) | 0.556 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Index S&P BSE Sensex fund (Growth) | 10,50,609 | 3,17,997 | 14.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
13.1%reliance industries ltd
12.2%icici bank ltd
9.1%infosys ltd
6.3%larsen & toubro ltd
5.3%Allocation by Sector
financial services
36.8%technology
14.7%energy
12.2%consumer defensive
8.3%consumer cyclical
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.1% | 13% | ||
13.9% | 6.7% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
6.6% | 6% |
HDFC Index S&P BSE Sensex fund (G) Review
HDFC Index S&P BSE Sensex fund (G) is a Large Cap Equity fund and has delivered an annualised return of 15% over a period of 21 years. The fund was previously known as HDFC Index Sensex. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.
Nav of HDFC Index S&P BSE Sensex fund (G) as of 4/22/2024 is ₹672.78 with the total AUM as of 4/23/2024 is ₹6620.33. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Index S&P BSE Sensex fund (G) was launched on Jul 17, 2002. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Index S&P BSE Sensex fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Index S&P BSE Sensex fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR.
HDFC Index S&P BSE Sensex fund (G) is rated as a 2 fund in Equity and delivered 24.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Index S&P BSE Sensex fund (G).
Frequently Asked Questions
What is HDFC Index S&P BSE Sensex fund (G)?
How to invest in HDFC Index S&P BSE Sensex fund (G)?
You can invest in HDFC Index S&P BSE Sensex fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Index S&P BSE Sensex fund (G)?
The minimum sip amount for HDFC Index S&P BSE Sensex fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Index S&P BSE Sensex fund (G) good to invest in?
As per Scripbox experts, HDFC Index S&P BSE Sensex fund (G) is a Neutral fund. You can investHDFC Index S&P BSE Sensex fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Index S&P BSE Sensex fund (G)?
The expense ratio of the HDFC Index S&P BSE Sensex fund (G) is 0.3% for regular plan.